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FREEDOM INVESTMENT MANAGEMENT, INC.

SOUTH WINDSOR, CT · CRD 126052 · IAPD ↗ · 860-291-1998

$568.7MRegulatory AUM
6Advisory reps
9Employees
31Clients
0Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
February 2026 — FREEDOM INVESTMENT MANAGEMENT, INC. moved its main office from HARTFORD, CT to SOUTH WINDSOR, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2026 — FREEDOM INVESTMENT MANAGEMENT, INC. shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
December 2025 — FREEDOM INVESTMENT MANAGEMENT, INC. reported RAUM down 72% ($2.15B -> $605.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
December 2025 — FREEDOM INVESTMENT MANAGEMENT, INC. shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — FREEDOM INVESTMENT MANAGEMENT, INC. reported RAUM up 40% ($1.43B -> $2.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — FREEDOM INVESTMENT MANAGEMENT, INC. grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
April 2024 — FREEDOM INVESTMENT MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.